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188 hedge funds and large institutions have $772M invested in Sunoco in 2023 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 53 increasing their positions, 52 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 16

19% more call options, than puts

Call options by funds: $11.7M | Put options by funds: $9.81M

4% more funds holding

Funds holding: 181188 (+7)

2% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 52

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.06% less ownership

Funds ownership: 21.15%21.09% (-0.06%)

1% less capital invested

Capital invested by funds: $783M → $772M (-$11M)

Holders
188
Holders Change
+7
Holders Change %
+3.87%
% of All Funds
2.95%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
23
Increased
53
Reduced
52
Closed
16
Calls
$11.7M
Puts
$9.81M
Net Calls
+$1.89M
Net Calls Change
-$6.58M
Name Holding Trade Value Shares
Change
Change in
Stake
Barclays
76
Barclays
United Kingdom
$469K
TYCC
77
Texas Yale Capital Corp
Florida
$464K
ESBC
78
E.S. Barr & Co
Kentucky
$458K
BWP
79
Baldwin Wealth Partners
Massachusetts
$457K
WS
80
Wedbush Securities
California
$444K +$9.16K +207 +2%
GVAG
81
Great Valley Advisor Group
Delaware
$444K +$77.2K +1,745 +21%
BAAM
82
Baker Avenue Asset Management
California
$436K +$443K +10,000 New
TWM
83
Tradition Wealth Management
Minnesota
$426K +$48.2K +1,090 +13%
AWM
84
AE Wealth Management
Kansas
$406K -$694K -15,681 -63%
JF
85
Jump Financial
Illinois
$405K +$412K +9,300 New
IAIM
86
International Assets Investment Management
Florida
$402K +$47.1K +1,065 +13%
BCM
87
Brookstone Capital Management
Illinois
$393K -$107K -2,418 -21%
DTC
88
Davidson Trust Company
Washington
$392K
Group One Trading
89
Group One Trading
Illinois
$381K -$169K -3,818 -30%
Envestnet Asset Management
90
Envestnet Asset Management
Illinois
$376K +$43.8K +990 +13%
IWM
91
IHT Wealth Management
Illinois
$370K -$3.32K -75 -0.9%
TCA
92
Tortoise Capital Advisors
Kansas
$361K +$367K +8,295 New
Simplex Trading
93
Simplex Trading
Illinois
$360K +$36.3K +819 +11%
MCC
94
Money Concepts Capital
Florida
$355K
BFEC
95
Benjamin F. Edwards & Company
Missouri
$347K
GLA
96
Good Life Advisors
Pennsylvania
$343K -$136K -3,080 -28%
SOW
97
State of Wyoming
Wyoming
$330K +$161K +3,626 +92%
Mariner
98
Mariner
Kansas
$327K -$42.6K -962 -11%
CM
99
Castleark Management
Illinois
$322K -$106K -2,400 -25%
SF
100
Synovus Financial
Georgia
$314K +$5.98K +135 +2%